Create Watchlists from Spectrum View
Spectrum View can be used to create or add Watchlists
1. Select the Group, Operator and Time Period
Example: Optionable, % Change, 1 Week
2. Apply Filter for Price, Volume, Market Cap and the Selected Operator
3. Click the Arrow next to the Sector to expand to Industry, repeat to display list of stocks that fits the filtered criteria.
4. Use the Icon Toolbar to multi/select symbols to either send to an existing Watchlist or Create a New List.
Use the same filters on the HeatMap View to customize your search.
The box size denotes the Market Cap size.
Click on the individual box to view:
Market Activity
Earning/Dividend info,
View Chart Periods
Buy/Sell stock
Send to Research
Add to an Existing Watchlist.
Platform Features Release: December 2022
Announcing the latest Release which added a powerful Lower Indicator on the Charts Tab: 52 Week Hi/Lo. Price/Date info has been added to X/Y axis
52-Week Hi/Low Indicator
The newest lower indicator: 52-week Hi/Low Indicator is a Broad Market Indicator. It is not Stock specific.
View how individual Stocks/ETFs are faring compared to the Broad Market.
Select from NYSE, NASD or AmEx
There are two views:
Show Difference Only – Display either a green or red (or no) bar representing the net advancers/decliners for that period.
Show High & Low (uncheck box)– Displays both green/red bars to illustrate number with new 52 week high/lows.
The background color identifies a bullish or bearish trend, based upon the number of days selected (Trend Period)
Example: If 3 days are selected, background highlight will begin on the 4th consecutive day of gains (or losses).
X/Y axis – Price/Date display
The cursor’s crosshairs will display the Price/Date info along the X/Y axis for easier reading.
This information will still appear in the upper/right corner above the chart:
Drawing Key Activation
Use your keypad to activate drawing lines on the Chart by following these steps:
1. Click either in Header area above the chart – OR –
Click the Annotation icon>Line
2. Click on chart, then “Alt” and “T” keys where you want to start line.
Once activated from either of the starting points (1), the function works on the current chart, without having to reactivate by clicking on the Header or Annotation icon.
Platform Features Release: November 2022
Announcing the latest Release allowing for customized Watchlist views. Improvements in Journal functionality will increase responsiveness and allow users to better control the data displayed. Format enhancements were also made to increase readability
Watchlist Views – Create, Save & Edit
The ability to create your own Watchlist views based on criteria important to you enhances the work flow of finding the best candidates for trading.
Click on 
next to the (Default) Watchlist, then select “Add New” to get started.
Build your own views from over 160 data points, then adjust the display position in the order you want them to appear.
Click on 
icon to edit a view you previously created.
Learn more by clicking below:
Improvements
The Journal default displays Order/Trade activity from the Activated Trade Account.
To switch or add accounts, simply click on the other Account tabs or select by group: Real, Virtual, Manual or All accounts.
The improved functionality allows for faster journal activity display and easier trade analysis.
Change Log
- Resolved Score Icon Navigation from Home/Market Tab
- Corrected Fundamental/Dividend missing data
- Moving Average indicator functionality restored on Custom Page
- Corrected display data on Fundamental Tab
- Addressed candlestick not appearing first 20 minutes on Mondays.
- Rectified downloading data from Screener
Customize Watchlist Views
Customize Watchlist Views
You have the ability to customize Watchlist Views – based upon criteria you want to see.
Click on the next to “Default” or current view you are on to create a different View.
If/When you want to edit any of your personal views, simply click the icon, remove/add criteria, adjust placement, then click “Save”.
From Assets to Z-Score, there are over 160 data points to select from including data from: Company Information, Technicals, Valuation, Fundamentals & Options.
Simply:
1. Name the View
2. Select Data Points
3. Arrange – clicking on arrows to move up/down
4. Save
Your Watchlists are now more powerful because they show the data you want to see to help you make your trade decisions.
The Result:
Note: The Symbol, Score Icons and Last Price are fixed
Research Your Watchlists
Research Watchlist Functionality
Users are able to access all Watchlists from the Research Tab.
Click the to access the dropdown list as shown in the graphic.
Lists with more than 20 symbols will have a scroll bar allowing for easier research of larger lists.
All other functionality remains the same: Symbols can be moved to other lists, have alerts set, deleted, add Journal notes
When a symbol is entered in the Symbol Search Box on the Research Tab, the symbol will automatically be displayed on the default “Recents” list.
In addition, when a symbol or group of symbols is sent to Research from anywhere else on the platform, it will appear on a list under the default “Recents” list.
Examples of when the “Recents” list will be displayed:
- Sending a symbol/symbols from a list on a Watch Tab.
- Selecting a group of symbols from a Scan or Screener list.
- Clicking on the Technical Icon from any symbol when not in the Research Tab. will be displayed under “Recents”.
The functionality of adding a note, an alert or sending a symbol to a specific list remains the same.
Platform Features Release: October 2022
Announcing the latest Release of feature and functionality enhancements to the trading platform. These features and enhancements help keep users informed with activity on their trades. Functionality has been added to review a Watchlist in the Research tab, while being able to see at a glance which symbols have a price increase or decrease.
Notifications – Receive emails on upcoming Earnings, Dividends or Expiring Positions
Watchlist Research Functionality – Access and view your Watch Lists in the Research Tab via a drop-down box
Price Action Arrows on Symbols in Research Tab – Instantly see latest price action while on the Research Tab
Trade Position Notifications – Premium Feature
Want to receive weekly emails of Expiring Positions, Upcoming Earnings and/or Dividends on existing trades you have in your accounts?
This Premium Feature allows you to do just that in a 2-part process:
First: Click on the the Envelope Icon at the top of the platform screen:
Go to “Notification Settings.”
Provide your email address(es).
Select Notifications you want to receive.
Click “Save”.
Next: On your Portfolio Accounts, go to the Account Summary Page and Toggle the switch to the On position.
Repeat this process for each Account you want emailed Notifications.
Expiration Notifications will be emailed 2 days in advance.
Each Monday, prior to Market Open, an email will be sent where there’s an Earnings or Dividend for any of the positions in the account(s) you have activated.
The Notification Center will list what has been emailed to you for each account you have activated.
The Account Name and associated Color Tag will be displayed on each Notification and allows for quick identification.
Each Monday, prior to Market Open, an email will be sent where there’s Earnings or Dividend for any of the positions in the account(s) you have activated.
The Notification Center will list what has been emailed to you for each account you have activated.
The Account Name and associated Color Tag will be displayed on each Notification and allows for quick identification.
Research Watchlist Functionality
Users are able to access all Watchlists from the Research Tab.
Click the to access the dropdown list as shown in the graphic.
Lists with more than 20 symbols will have a scroll bar allowing for easier research of larger lists.
All other functionality remains the same: Symbols can be moved to other lists, have alerts set, deleted, add Journal notes
When a symbol is entered in the Symbol Search Box on the Research Tab, the symbol will automatically be displayed on the default “Recents” list.
In addition, when a symbol or group of symbols is sent to Research from anywhere else on the platform, it will appear on a list under the default “Recents” list.
Examples of when the “Recents” list will be displayed:
- Sending a symbol/symbols from a list on a Watch Tab.
- Selecting a group of symbols from a Scan or Screener list.
- Clicking on the Technical Icon from any symbol when not in the Research Tab. will be displayed under “Recents”.
The functionality of adding a note, an alert or sending a symbol to a specific list remains the same.
Green and Red Arrows have been added to each symbol tab when in Research.
This applies to any selected Watchlist or the default “Recents” list.
Each time one symbol is clicked, the entire list will update the latest price update.
Change Log
- Upper Indicator responsiveness corrected
- Profitability info loads correctly on Fundamental Tab
- Completed Bear Put description on Strategy Template
- Corrected display data on Fundamental Tab
Platform Features Release: August 2022
Announcing the latest Release of feature and functionality enhancements to the trading platform. These allow for more customizing ability and streamlines functions on accessing or displaying information. Highlights include:
Screen for Weekly Options – The ability to screen for weekly options has been added to the Screen Function under Find.
Rearrange Screener Data Points – Change selection order directly on the Results page, by drag/drop action.
Large Chart Widget on Custom Page –The new widget fits an entire row on the custom page.
Customize Moving Averages – The Moving Average thickness can now be customized.
Vertical Zoom on Chart – Function expanding to allow for Horizontal and Vertical Zoom.
Double-click function on Expiration Cycle Page –Eliminates need to click “Okay” button
Screen for Weekly Options
The Screener – located under the Find Tab – now provides the ability to screen for Weekly Options.
Now customizing your own searches is even better!
Remember, you can save Screens for future use – and even edit/update them as needed.
Rearrange Screener Criteria
Rearrange Screener data points on the Results page by clicking 
located on the upper left corner of each data point, then drag up/down.
The data points are filtered with each entry in the order they are listed.
Additional edits can be made with the existing Screener data points:
Click 
to keep the data point but disregard in an updated “Run Search”.
Click 
to remove the data point from an updated “Run Search”.
Save to keep the edited Screener for future use.
Large Chart Widget on My Custom Page
An individual chart can be set on an entire row on the Custom Page by selecting the Large Chart widget.
The Custom Page set-up and arrangement remain the same.
Customize Moving Average Lines
All Moving Average Indicators, Exponential, Simple, Triangular and Weighted can be customized to set Line Width. The default setting is ‘1’.
This update, along with previously added, user-defined “Line Type” allows for even more identification in charting analysis.
Expiration Cycle Double-click Functionality
Quickly access one or more Expiration Cycles by double-clicking on each row you wish to evaluate.
The selected dates will automatically display on the Chain.
Click “Expiration Cycles” button again to revise/add to existing cycles.
Vertical & Horizontal Zoom Functionality
Change Log
- Corrected “Extend By” behavior on Chart with Streaming
- Created ability to reconcile partial trades
- Updated Annotation editing capability when adding text
- Resolved Edge browser/Annotations conflict
- Volatility Stop Indicator – expanded
- Fixed navigation break: Chain>Chart>Chain
- Analyze function restored on certain strategies
- Alert tool-tip correction
- Adjusting Parallel lines now saving
- Corrected Pending/Executed Order on Chart display
Platform Features Release: April 2022
Announcing the updates, additions and edits to the trading platform:
Capability to adjust charts for splits
When a stock had a previous stock split, a button appears above to view Adjusted/Unadjusted Chart.
Data Points added to Option Chain
Get % return on Expiration and annualized % values for covered positions.
Intraday Chart Period Update
1 Week displays as 7 Days. 2 Weeks displays as 14 days.
Chart Adjusts for Splits
When a stock has a Split history, 
will appear next to the Indicator Box above the chart.
Make sure the chart period selected covers when the split occurred. This is identified on the x-axis of the chart as 
.
When the “UnAdj” button is clicked, the chart will display ‘before’ & ‘after’ split pricing.
Click the “UnAdj” button again to restore the prior chart display.
New Option Data Points Added
New data points have been added to assist in analyzing returns.
Covered Return – return based on expiration for $ used to buy shares for covered positions.
TVI% – Covered Return annualized
These are available on the Calls/Puts Chain and are also available as data points for Option Chain Custom Views
Chart Enhancements: Chart Periods & Candlestick Range
Change Log
- Resolved Saved Screener settings glitch
- Corrected Backtest Analyze date ability
- Restored sort capability in Institutional Activity
- Corrected profit/loss % display in Virtual Accounts
- Restored missing PEG/TTM data
- Enhanced contrast/dark theme notation
- Corrected Virtual Account Gain/Loss display
- Lower Indicator placement ability restored
- Earnings Data restored, added Time of Day
- Duplicate TDA Journal tab resolved
Platform Features Release: Enhanced Annotation Capability and Indicator Settings
Announcing the latest features/functions updates, additions or edits to the trading platform:
Enhanced Annotation Capability
Additional features have been added to create Annotations, Trendlines and Notes on the Chart. Each can be customized by color, size and easily placed on individual charts.
Volume and Moving Average Indicator Updates:
Users have the ability to further differentiate Moving Averages on the charts by changing the type of Line.
Volume can now be selected as an Upper Indicator and/or Lower Indicator
Enhanced Annotations, Trendlines, Notes & Fibonacci capabilities
Additional & Enhanced Tools for Charting
Enhanced Annotations, Trendlines, Notes & Fibonacci Retracements allow you to customize and edit for greater flexibility on your charting.
Rays, Horizontal Lines and Arrows have been added. All allow you to select the color and thickness of each for greater differentiation on the charts. Easily reposition with a simple click and drag to new location.
Notes can be text and color edited as well as repositioned.
Parallel Lines have been added and they, along with Fibonacci Retracements – allow you to customize the color and transparency on the charts.
Edits are easy: Click on the entry, edit as needed on the Annotation Box – which can be moved anywhere on the platform- as needed, to make any changes.
Volume and Moving Average Enhancements
Customize your Moving Average indicator Lines – not only by color – but by the type of line:
Volume, already available as a Lower Indicator, can be added as an Upper Indicator on the charts.
In addition, the Volume bar colors can be customized as they are an independent indicator from the candlesticks. This is done by clicking on the gear icon, as shown.
Change Log
- Added Stock/ETF symbol to Option Chain Window
Platform Features Release: New Option Chain Functionality/Appearance, Responsive P/L Graph
Features Release Notes:
New Option Chain Functionality/Appearance, Responsive P/L Graph
Announcing the latest features/functions updates, additions or edits to the trading platform:
Option Chain Functionality/Display has been revamped to allow users to control which information to view and increase responsiveness. Symbols, such as SPY and SPX, will load noticeably faster. An incorporated Dashboard provides a snapshot of current activity allowing users to make more informed decisions.
Responsive P/L Graph adjusts when the slide bar between Bid and Mid price is adjusted. This is especially helpful when the spread is considerable.
Option Chain Display/Functionality
Select Expiration Cycles
The redesigned Option Chain allows users control of what Expirations to view instead of the platform defaulting to a cycle approximately 30 days out.
Click on the Options Tab from Research.
A window with available Expirations will appear along with a Dashboard with pertinent information (Volume, IV, OI, Earnings Date, etc) for more informed decision-making.
As a bonus, this structure allows data to load faster – especially helpful for those symbols with large option chains.
Responsive P/L Graph
The P/L graph on the Options Tab is responsive to adjustments made to the trade set up for the entry Net Debit/Net Credit.
Note, the smaller the spread between the Bid/Ask, the smaller the graph adjustment will be.
The example illustrates a large spread to better illustrate this feature update.
Change Log
- Price representation on chart X/Y axis corrected
- Journal Notes enhancement
- Saved screeners adjustment
- Active Watchlist access corrected
- Close from Backtest saves Symbol
- Clarified wording on Warning Message
- Mobile version of Saved and System Screener
- Mobile app – rolling trade adjustments
- P/L ‘Go Big’ data correction
- Account Summary page enhancement
- Large number displays on HeatMap